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Ashton Thomas Private Wealth’s Cummins CMI Stock Holding History

Ashton Thomas Private Wealth’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$808K Buy
1,502
+90
+6% +$50.9K 0.02% 592
2025
Q4 		$721K Buy
1,412
+114
+9% +$53.3K 0.02% 576
2025
Q3 		$548K Buy
1,298
+464
+56% +$178K 0.01% 624
2025
Q2 		$273K Sell
834
-4,865
-85% -$1.51M 0.01% 712
2025
Q1 		$1.79M Buy
5,699
+3,441
+152% +$1.21M 0.07% 273
2024
Q4 		$787K Buy
2,258
+1,252
+124% +$440K 0.03% 433
2024
Q3 		$326K Sell
1,006
-55
-5% -$16.3K 0.02% 497
2024
Q2 		$294K Hold
1,061
– – 0.02% 489
2024
Q1 		$313K Hold
1,061
– – 0.02% 491
2023
Q4 		$254K Sell
1,061
-47
-4% -$10.7K 0.02% 521
2023
Q3 		$253K Hold
1,108
– – 0.02% 501
2023
Q2 		$272K Buy
1,108
+10
+0.9% +$2.26K 0.02% 498
2023
Q1 		$262K Buy
1,098
+57
+5% +$13.9K 0.02% 440
2022
Q4 		$252K Buy
1,041
+31
+3% +$7.37K 0.03% 427
2022
Q3 		$206K Buy
+1,010
New +$215K 0.02% 433
2022
Q2 		– Sell
-980
Closed -$201K – 454
2022
Q1 		$201K Sell
980
-89
-8% -$19.2K 0.02% 455
2021
Q4 		$233K Buy
+1,069
New +$244K 0.02% 417

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ashton Thomas Private Wealth's CMI Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Cummins (CMI) stake by 6.4% in Q1 2026, buying an estimated $50.9K and bringing the position to 1,502 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #592.

Ashton Thomas Private Wealth first reported a position in CMI in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.79M in Q1 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Ashton Thomas Private Wealth held 1,502 shares of Cummins worth $808K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 90 Cummins shares in Q1 2026, an estimated $50.9K.
  • Cummins made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #592 holding.
  • Ashton Thomas Private Wealth first reported a position in Cummins in Q4 2021 and has held it in 17 quarters since.
  • Ashton Thomas Private Wealth's Cummins position peaked at $1.79M in Q1 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.